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AI agent for sales representatives

Event Registrant Pre-Call Research Agent

Give the SDR a ranked, clean call list with a relevant opener for each top contact

Sales and outreachSales
See how it worksGet access
Event Registrant Pre-Call Research Agent: what goes in, what the agent does and what you get

What it does

After a webinar the SDR gets a spreadsheet of 400 names with a job title and a company, many duplicates, a few competitors and no sense of who to call first. This agent prepares the list. After registration closes, it enriches each record with company size and role, removes duplicates and competitors, ranks the rest by fit with the ideal customer profile and drafts a call opener for each top contact. It checks for bounced emails and wrong data, and re-enriches records that fail. It also notes attendance, because someone who stayed 50 minutes is warmer than a no-show. The SDR approves the call list. Edge case: a registrant used a personal email. The agent finds the company by name and role and marks it as unverified.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Event or registration closes 2 USES A TOOL Load the registrant list and attendance data 3 DOES Remove duplicates and competitors 4 USES A TOOL Enrich records with company size, industry and role 5 CHECKS THE RESULT Is each record complete and the contact valid? If not: Re-enrich from another source or mark asunverified. Back to step 4. 6 DOES Score fit with the profile and add engagement points 7 DOES Rank contacts and draft a call opener for each topcontact 8 CHECKS THE RESULT Do the top contacts have no bounced email or wrongrole? If not: Fix the record or drop the contact from the toplist. Back to step 4. 9 YOU APPROVE SDR approves the call list 10 RESULT Ranked call list with openers
Read the steps as a list
  1. Event or registration closes
  2. Load the registrant list and attendance data
  3. Remove duplicates and competitors
  4. Enrich records with company size, industry and role
  5. Is each record complete and the contact valid?If not: Re-enrich from another source or mark as unverified. Back to step 4.
  6. Score fit with the profile and add engagement points
  7. Rank contacts and draft a call opener for each top contact
  8. Do the top contacts have no bounced email or wrong role?If not: Fix the record or drop the contact from the top list. Back to step 4.
  9. SDR approves the call listThe agent waits here for your OK.
  10. Ranked call list with openers

How it decides

It scores fit by company size, industry and role against the profile, then adds points for attendance and engagement. Competitors and duplicates are removed first.

  • Remove competitors and existing customers' open deals from cold calling
  • Attendance over 30 minutes adds 20 points
  • Top 25 contacts get a personal opener
  • Unverified contacts are not ranked in the top 25

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Ideal customer profile
  • Top list size (default 25)
  • Engagement points
  • Competitor and exclusion lists
  • Opener tone

What keeps you in control

It always asks you first

  • SDR approves the call list before calls or emails start

Hard limits

  • Uses only data the company is allowed to hold
  • Never contacts people itself

It stops when

  • Done: call list approved
  • Stop: list quality is too low, ask the event team for a better export

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA webinar has 412 registrants. The agent removes 38 duplicates and 11 competitors, enriches 363 and finds 24 missing company data. It re-enriches 19 and marks 5 unverified. Ranking puts 25 on top, including a director who stayed 52 minutes. It drafts openers and the SDR approves the list.

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